The Great Wealth Transfer is an unprecedented, ongoing, 20-year shift of an estimated $84 trillion to $124 trillion in assets from Baby Boomers and the Silent Generation to Gen X and Millennials by 2045.
High net and ultra-high net worth wealth management is a highly analogue and human relationship-based business. Is the current wealth management world ready for this change?
- What role do digital offerings play?
- Will the next generation of wealth management and private banking customers demand more “consumer-style” services?
- How is the industry planning for these changes?
Moving from multichannel to omnichannel, how has this impacted the customer experience? Does omnichannel mean every channel, and what does the future of agents look like?
The 24/7 always on digital experience required by customers means they will access services via multiple channels. Mapping that customer journey reveals multiple friction points and siloed data points.
How can firms offer a seamless customer experience and avoid the shambles?
Dealing with complaints and disgruntled customers in a way that encourages trust, loyalty and beneficial outcomes.
Allica Bank recently joined the list of Britain’s fintech unicorns; how have they adopted an AI first mindset to power growth?
From reducing webpage build times by 89%, increasing daily AI usage from 25% to 70% within a year, and more, how has this changed ways of working for the better?
Everyone’s launched an AI agent. Far fewer have made it the backbone of their customer experience – especially against the backdrop of FCA scrutiny. So, what separates the two?
- How can you build the business case whilst managing compliance concerns?
- What decisions nearly derailed the project and what does it look like to scale?
- How to measure value when legacy metrics stop telling the right story?
